CRM & customer management

de all-in-one app
integrated with
CRM & customer management functionalities.

Manage customer data, contacts, addresses, interactions, and notes clearly in one place. This way, your team always works with up-to-date information, and you maintain control over every customer relationship.

More than 5,000 users have already gone before you!

Manage your customers in one clear app

Manage all customer data centrally and keep important information readily available. This way, your team works faster and every customer remains clearly organised.

Senn Friesen
Account manager

Manage yourself customers in one place

No more loose documents, spreadsheets or scattered notes. In 4planning all customer information is centralised, so your team has immediate access to up-to-date data and previous contact moments. This works faster, prevents misunderstandings and ensures professional follow-up.

Full customer overview

Keep all important customer information organised in one place

Customer data

Manage contact details, addresses, and customer type

Contact persons

Add multiple contacts with their own details and functions

Addresses

Record visit, invoice and delivery addresses clearly

Contact moments

Save conversations, emails, and other touchpoints and read them back

Meeting recordings

Record meetings and save the summary and to-do list with the correct client.

Notes

Centrally record agreements, points of attention, and important customer information.

Search and filter

Find customers quickly by name, company, contact person, or customer type

All your customer data clearly together

No more scattered customer information across different systems or documents. In 4planning, you can centrally store all important customer data, such as company name, contact persons, address details, email address, telephone number, and additional notes.

This way, your team always has access to the same up-to-date information. This works faster, prevents misunderstandings, and ensures customer data remains neatly organised.

Everything for a complete Customer experience

From new applications to maintenance and customer access: manage all customer information, communication, and follow-up from one central environment.

New requests

Easily convert incoming requests into new or existing customers

E-mail attachment

Link e-mail contact to the correct customer and store communication centrally.

Phone connection

Automatically register phone calls as contact moments via the linked telephone system

Callback requests

Create callback requests and assign them directly to the correct employee.

Products taken

Record which products, installations, or equipment a customer has purchased

Maintenance overview

View which maintenance has been carried out or is still planned for a customer

Contact history

View conversations, emails, notes, and previous interactions in an organised way

Customer access

Give customers personal access to their own data and information

Connect email and telephony with your customer management

Link your e-mail and telephone system to 4planning and manage all customer contacts from one central app. E-mails, phone calls, notes and callback requests are directly linked to the correct customer, preventing important information from being scattered across different systems.

Your team can easily see what communication has already taken place, what has been discussed, and which actions are still outstanding. This allows every employee to help a customer quickly and professionally, without having to search through separate mailboxes, call history, or notes first.

From meeting to Summary and action list

Record meetings directly in 4planning and let your own AI Employee automatically create a clear summary. Important agreements, action points, and follow-up steps are immediately converted into a clear checklist.

This way, you'll need to write less during the conversation, no important information will be lost, and your team will know exactly what needs to happen after the meeting.

Start today
Met 4planning!

Create your own app entirely without obligation and start organising your organisation more efficiently straight away!

4planning, since 2016.

Since 2016, 4planning has been helping organisations to more intelligently manage customers, processes, and communication. Based on years of practical experience, we continue to improve and expand the platform.

Switching? Sorted!

Simply switch to 4planning. Import your existing customer data and easily set up your environment so you can get back to work immediately without having to rebuild everything manually.

We're happy to help!

Frequently Asked questions

CRM-software, wat staat voor Customer Relationship Management-software, is een type softwaretoepassing dat bedrijven helpt bij het beheren van hun interacties met huidige en potentiële klanten. Het stelt bedrijven in staat om klantgegevens te organiseren, contacten bij te houden, verkoopkansen te beheren en klantenservice te verbeteren. Met CRM-software kunnen bedrijven workflows stroomlijnen, klantrelaties opbouwen en de klanttevredenheid vergroten.

CRM software helps you to centrally manage customer data, contacts, notes, and interactions. This way, your team always has access to up-to-date customer information and you can help customers better and faster.

4planning CRM is suitable for companies of all sizes, from small businesses to large enterprises. It is particularly useful for businesses that: * Need to manage customer relationships and sales processes. * Want to improve customer service and support. * Need to track leads, opportunities, and sales pipelines. * Want to automate marketing campaigns and communication. * Require a centralised database for customer information. * Are looking for a scalable and customisable CRM solution. Specific industries that can benefit from 4planning CRM include: * **Sales and Marketing Agencies:** To manage client accounts, track project progress, and nurture leads. * **Technology and Software Companies:** To manage customer subscriptions, support requests, and sales cycles. * **Consulting Firms:** To manage client projects, track billable hours, and build long-term relationships. * **Real Estate Agencies:** To manage property listings, track potential buyers, and coordinate viewings. * **Service-Based Businesses:** Such as IT support, financial advisors, or legal firms, to manage client interactions and service delivery. * **E-commerce Businesses:** To manage customer orders, track purchase history, and personalise marketing efforts. In essence, any company that relies on building and maintaining strong customer relationships to drive its business will find 4planning CRM to be a valuable tool.

4planning's CRM is suitable for SMEs that want to clearly organise their customers, communication and follow-up. It connects directly to other functions such as quotations, projects, service, maintenance and inventory management.

What customer data can I manage in 4planning?

Yes. You can use the AI Assistant to quickly create a complete quote based on your information. You can then check, adjust, and send the quote.

Can I link emails and phone calls to a customer?

Yes. You can link your email and telephone exchange to 4planning. Emails, phone calls, notes, and callback requests will then be stored with the correct customer and can be easily retrieved.

Yes, you can record meetings and have them automatically summarised by AI.

Yes. Record a meeting and have your own AI Assistant automatically create a summary. Important agreements and follow-up steps can be directly converted into a clear action list.

Can I convert new enquiries into customers automatically?

Yes. Enquiries that come in via your website can be linked to an existing customer in 4planning or converted into a new customer profile. This means you don't have to re-enter customer data.

Can I keep track of which products a customer has purchased?

Yes. You can link products, installations, and equipment to a customer. This way, you can immediately see what a customer has purchased and can clearly manage associated service and maintenance.

Can I give customers access to their own customer portal?

Yes. Every customer can get personal access to the customer portal. There, the customer can view their own information, documents and other shared sections, depending on your settings.

Can I import my existing customer data into 4planning?

Yes. Existing customer data can be imported, allowing for a quick switch without needing to re-enter all information manually.

What is the cost of 4planning's CRM and customer management software?

The costs depend on the chosen package and the features you require. You can try 4planning for free for three months, after which you can cancel on a monthly basis.

de all-in-one app
integrated with
CRM & customer management functionalities.

Manage your customers in one clear app